Purchases and Sales Made in Q1 2023 in Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RHS) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR S&P 500 EQUAL W.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
900KNew |
$147M - $157M
|
900K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.5K+ 74.39% |
$4.48M - $4.78M
|
64.5K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.2K+ 18.67% |
$1.82M - $1.94M
|
70.9K
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10KNew |
$1.64M - $1.75M
|
10K
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.52K+ 5112.24% |
$1.22M - $1.31M
|
7.66K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.02KNew |
$981K - $1.05M
|
6.02K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.64K+ 12.27% |
$920K - $981K
|
51.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.28KNew |
$861K - $918K
|
5.28K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.42K+ 38.76% |
$557K - $594K
|
12.2K
$0
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.83K+ 361.05% |
$461K - $491K
|
3.61K
$0
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.67KNew |
$436K - $465K
|
2.67K
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.55KNew |
$415K - $442K
|
2.55K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.37K+ 12.56% |
$387K - $413K
|
21.3K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.87K+ 0.9% |
$305K - $325K
|
209K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.36KNew |
$221K - $236K
|
1.36K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.34KNew |
$219K - $234K
|
1.34K
$0
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.21KNew |
$197K - $210K
|
1.21K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.19K+ 25.86% |
$193K - $206K
|
5.77K
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1K+ 13.19% |
$178K - $190K
|
9.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.02K+ 1.39% |
$166K - $177K
|
74.2K
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
925+ 15.61% |
$151K - $161K
|
6.85K
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
908New |
$148K - $158K
|
908
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
881+ 58.15% |
$144K - $153K
|
2.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
656+ 9.73% |
$107K - $114K
|
7.4K
$0
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
563+ 4.82% |
$91.8K - $97.9K
|
12.2K
$0
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
537+ 7.02% |
$87.5K - $93.4K
|
8.18K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
502+ 24.55% |
$81.8K - $87.3K
|
2.55K
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
472+ 6.83% |
$76.9K - $82.1K
|
7.38K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
422+ 30.62% |
$68.8K - $73.4K
|
1.8K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
361New |
$58.8K - $62.8K
|
361
$0
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
346+ 151.75% |
$56.4K - $60.2K
|
574
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
343+ 19.4% |
$55.9K - $59.6K
|
2.11K
$0
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
237+ 7.56% |
$38.6K - $41.2K
|
3.37K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
229+ 2.62% |
$37.3K - $39.8K
|
8.96K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
224New |
$36.5K - $38.9K
|
224
$0
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
206+ 1.4% |
$33.6K - $35.8K
|
14.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
187+ 7.98% |
$30.5K - $32.5K
|
2.53K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
163+ 6.23% |
$26.6K - $28.3K
|
2.78K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
150+ 2.33% |
$24.4K - $26.1K
|
6.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
131New |
$21.4K - $22.8K
|
131
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
111New |
$18.1K - $19.3K
|
111
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
102New |
$16.6K - $17.7K
|
102
$0
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
82+ 0.53% |
$13.4K - $14.3K
|
15.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
77+ 4.32% |
$12.6K - $13.4K
|
1.86K
$0
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
33New |
$5.38K - $5.74K
|
33
$0
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
29New |
$4.73K - $5.04K
|
29
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29+ 1.07% |
$4.73K - $5.04K
|
2.74K
$0
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
26+ 1.32% |
$4.24K - $4.52K
|
2K
$0
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
13+ 0.27% |
$2.12K - $2.26K
|
4.75K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
6+ 0.31% |
$978 - $1.04K
|
1.96K
$0
|